Slide 1: 2025 Results Presentation
2025 Results Presentation May 18, 2026
Slide 2: Disclaimer
Disclaimer This presentation is intended only for information purposes. It is not final. It contains forward-looking statements. These are based on current assumptions, estimates and expectations of company management concerning future developments related to the company. They are associated with ri
Slide 3: Today's Presenters
Today‘s Presenters Arthur Schuetz Roland Rettenmeier Chief Financial Officer Chief Sales Officer 2
Slide 4: Last twelve months – Repositioning of SCHMID
Last twelve months – Repositioning of SCHMID − Operational recovery in H2 2025 − Last six months key transformation milestones: − secured solid financing − reduced debt − increased investor engagement − increasing focus on margins − Increased shareholder alignment through greater equity-based manage
Slide 5: Business Update
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Slide 6: New products leading to above market growth
New products leading to above market growth Trench etching Bottom to Top Plating (PlasmaLine) InfinityLine C+ (InfinityLine P+) PlasmaLine InfinityLine L+ Bottom to Top Plating (InfinityLine P+) Equipment InfinityLine P+ Results Base Photo process (InfinityLine H+ & V+) InfinityLine V+ Chemical Mech
Slide 7: Shift from Wafer Level to Panel Level Packaging
Shift from Wafer Level to Panel Level Packaging Global PLP market 3-4x-fold by 2030 Wafer 300 mm Panel 310 x 310 mm Panel 515 x 510 mm Panel 600 x 600 mm Larger packages drive shift from wafer level packaging towards panel level packaging. Panel = DNA 6
Slide 8: Growing package sizes
Growing package sizes 7
Slide 9: SCHMID leadership in growing panel size and glass core substrates
SCHMID leadership in growing panel size and glass core substrates AI Server Boards & Optical Modules pushing for new Advanced Packaging Strategies State of the Art 2025 Ramp in 2026 Exp. in 2028 Exp. in 2028 OR Glass Core Substrate ET Board PCB Line/Space 5-8 µm (CoWoS-L) – Large Si interposer Large
Slide 10: New products adopted well by the market
New products adopted well by the market SCHMID moving from product launch into commercialization InfinityLine C+ InfinityLine L+ InfinityLine P+ Vertical spin wet processing / SPM cluster Full-panel CMP / AMP SPM Panel-level plating / ECD cell adoption • First single modules installed at key • Two s
Slide 11: Financial Update
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Slide 12: 2025: A year of two halves
2025: A year of two halves Strong H2 2025 recovery positions business for profitable growth in 2026 IFRS (€K) 2022 adj. 2023 adj. 2024 adj. H1 2025 adj. H2 2025 adj. 2025 adj. 2026 Underlying audited audited audited Unaudited implied audited guidance Order 81 44 22 91 ~114 intake (€M) Revenue 95,058
Slide 13: Working capital reset investments required to support growth
Working capital reset investments required to support growth IFRS (€K) 2022 2023 2024 2025 Inventory 25.029 16.353 15.734 18.112 Trade receivable 43.680 46.925 38.221 33.653 • Improving business performance Other current assets 4.815 5.073 3.054 3.918 and limited financing flexibility led Total WC a
Slide 14: Strengthened balance sheet supports next growth phase
Strengthened balance sheet supports next growth phase €30.75 million debt to equity swap by end of quarter Significantly reduced financial debt, mainly consisting of Non- Pro • Property lease (€K) current Current Total Swap Convert forma • Outstanding convertible instruments (partially Loans from ba
Slide 15: Cost Saving Initiatives
Cost Saving Initiatives Additionally, program to further reduce listing related costs in 2026 and 2027 “Sprint” German HQ overhead cost reduction (€4MM annual savings) − Assembly operations in Germany and China remain capacity-constrained and unaffected − Cost base in Germany increased 2025 vs. 2023
Slide 16: Trading update
Trading update − Seasonally weak Q1 order intake of €13.6m (equipment) and revenues of €18.2m − Order book remains strong at €49m at end Q1 (equipment) − Very strong business momentum in China, slower order momentum in Europe, delaying orders to H2 2026 − Expect Q2 order intake to improve significan
Slide 17: Appendix
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Slide 18: EBITDA Bridge
EBITDA Bridge IFRS (€K) 2022 2023 2024 2025 Net income for the period 3,591 37,954 (84,104) (71,100) Income tax (1,924) 2,778 (1,492) (41) Financial result 11,988 (9,594) 3,824 72,178 DA 6,283 6,904 7,315 4,824 Share in equity investments - 1,057 - 406 Adjusted EBITDA 19,937 39,099 (74.457) 6,267 Ad
Slide 19: Cashflow Summary
Cashflow Summary IFRS (€K) 2023 2024 2025 Income (loss) from continued operations 37,954 (84,104) (71,100) Income tax expense (benefit) 2,778 (1,492) (41) Financial result (8,537) 3,824 72,178 Depreciation and amortization 6,904 7,923 4,824 Net losses / (gain) from disposal of intang, + PP&E (602) (
Slide 20: Regional and segment revenue split
Regional and segment revenue split Revenue split by region (2025) Revenue split by segment 2025 (€K) Revenues Technical equipment and 11% processes 54,446 15% 38% Spare Parts 7,767 6% Service 4,117 30% Other 615 Total 66,945 Greater China USA Germany EMEA w/o Germany Rest of Asia w/o China 19
Slide 21: Thank you for your Attention!
Thank you for your Attention! Please feel free to contact us if you have any questions investor-relations@schmid-group.com investor-relations@schmid-group.com +49 7441 538 0 Robert-Bosch-Str. 32-36 72250 Freudenstadt www.schmid-group.com 20
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